Caprock Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
Caprock Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,377,437
-5.0%
19,747
-1.3%
0.41%
-2.2%
Q2 2023$5,662,350
+14.6%
20,011
+1.0%
0.42%
+8.6%
Q1 2023$4,942,031
+15.7%
19,812
-1.2%
0.38%
-3.8%
Q4 2022$4,272,609
+0.8%
20,048
+1.2%
0.40%
-2.5%
Q3 2022$4,240,000
-3.9%
19,816
+0.1%
0.41%
-5.8%
Q2 2022$4,413,000
-27.6%
19,798
-6.6%
0.43%
-24.4%
Q1 2022$6,099,000
-24.1%
21,206
-15.3%
0.57%
-13.4%
Q4 2021$8,034,000
+11.1%
25,034
+0.4%
0.66%
+2.5%
Q3 2021$7,234,000
+2.1%
24,931
+0.9%
0.65%
+0.2%
Q2 2021$7,084,000
+8.2%
24,700
-3.1%
0.64%
-9.9%
Q1 2021$6,550,000
-0.8%
25,484
-2.2%
0.72%
-4.9%
Q4 2020$6,600,000
+8.0%
26,054
-2.9%
0.75%
-9.9%
Q3 2020$6,109,000
+25.5%
26,839
+11.5%
0.84%
+14.4%
Q2 2020$4,867,000
+27.1%
24,081
-1.4%
0.73%
+0.8%
Q1 2020$3,828,000
-7.8%
24,427
+7.2%
0.72%
-2.3%
Q4 2019$4,150,000
+18.0%
22,783
+7.7%
0.74%
+8.2%
Q3 2019$3,516,000
+7.6%
21,146
+6.0%
0.69%
+7.4%
Q2 2019$3,268,000
+21.3%
19,950
+16.2%
0.64%
+22.2%
Q1 2019$2,694,000
+19.8%
17,173
+2.6%
0.52%
+1.2%
Q4 2018$2,248,000
-17.6%
16,733
-1.0%
0.52%
-6.8%
Q3 2018$2,729,000
+11.0%
16,897
+3.0%
0.56%
+6.7%
Q2 2018$2,458,000
+24.0%
16,410
+17.5%
0.52%
+22.9%
Q1 2018$1,982,000
-3.3%
13,969
+0.5%
0.42%
+6.0%
Q4 2017$2,050,000
+25.2%
13,899
+12.7%
0.40%
+17.0%
Q3 2017$1,637,000
+8.7%
12,329
+4.0%
0.34%
+1.8%
Q2 2017$1,506,000
+68.5%
11,854
+61.3%
0.34%
+59.5%
Q1 2017$894,000
-50.4%
7,349
-54.5%
0.21%
-53.6%
Q4 2016$1,802,000
-3.6%
16,167
-2.9%
0.45%
+6.8%
Q3 2016$1,870,000
-46.4%
16,653
-45.4%
0.42%
-50.1%
Q2 2016$3,487,000
-51.4%
30,501
-54.7%
0.85%
-79.3%
Q4 2015$7,168,00067,3784.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders